The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CHARTER COMMUNICATIONS CL A ORD COM 16119P108 90,194 206,721 SH   SOLE NONE 206,721 0 0
COMCAST CL A ORD COM 20030N101 204,666 5,953,057 SH   SOLE NONE 5,953,057 0 0
FOX CL A ORD COM 35137L105 130,018 5,502,248 SH   SOLE NONE 5,502,248 0 0
FOX CORPORATION ORD COM 35137L204 12,332 538,969 SH   SOLE NONE 538,969 0 0
MICROSOFT ORD COM 594918104 94,628 600,013 SH   SOLE NONE 600,013 0 0
WABTEC ORD COM 929740108 114,051 2,369,643 SH   SOLE NONE 2,369,643 0 0
URBAN OUTFITTERS ORD COM 917047102 6,635 465,927 SH   SOLE NONE 465,927 0 0